Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 31, 2022 Q3 2022
Asset Planning Corporation

BUY
 -
8.31K
+ 10.46%
$552K - $647K
87.7K $2.51M
Nov 03, 2022 Q3 2022
Schaeffer Financial LLC

BUY
 -
8.31K
+ 6.15%
$552K - $647K
143K $4.11M
Nov 10, 2022 Q3 2022
Hc Advisors, LLC

BUY
 -
8.25K
+ 13.05%
$548K - $642K
71.5K $2.05M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
8.22K
+ 10.93%
$546K - $640K
83.4K $2.39M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
8.17K
+ 29.07%
$543K - $636K
36.3K $1.04M
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
8.15K
+ 7.72%
$541K - $634K
114K $3.25M
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
8.08K
+ 4.81%
$536K - $629K
176K $5.04M
Nov 10, 2022 Q3 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
8.07K
+ 9.7%
$536K - $628K
91.3K $2.61M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
8.05K
+ 28.01%
$535K - $627K
36.8K $1.05M
Nov 14, 2022 Q3 2022
Principle Wealth Partners LLC

BUY
 -
8.04K
+ 6.08%
$534K - $626K
140K $4.01M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
7.86K
+ 13.47%
$522K - $612K
66.3K $1.9M
Oct 11, 2022 Q3 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
7.79K
+ 7.78%
$518K - $607K
108K $3.09M
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
7.79K
+ 18.91%
$518K - $607K
49K $1.4M
Nov 10, 2022 Q3 2022
Seaview Investment Managers LLC

BUY
 -
7.76K
+ 17.96%
$515K - $604K
51K $1.46M
Nov 04, 2022 Q3 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
7.74K
+ 3.42%
$514K - $603K
234K $6.7M
Nov 15, 2022 Q3 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
7.72K
+ 77.6%
$513K - $601K
17.7K $506K
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
7.72K
+ 2057.33%
$513K - $601K
8.09K $232K
Oct 18, 2022 Q3 2022
Intergy Private Wealth, LLC

BUY
 -
7.67K
+ 3.73%
$510K - $597K
213K $6.11M
Oct 24, 2022 Q3 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
7.61K
New
$505K - $592K
7.61K $218K
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
7.55K
+ 10.53%
$501K - $588K
79.2K $2.27M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
7.52K
+ 22.0%
$500K - $586K
41.7K $1.19M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
7.38K
New
$490K - $574K
7.38K $211K
Nov 01, 2022 Q3 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
7.3K
New
$485K - $568K
7.3K $209K
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
7.04K
+ 10.73%
$468K - $548K
72.7K $2.08M
Nov 02, 2022 Q3 2022
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
7.03K
+ 48.6%
$467K - $548K
21.5K $615K
Nov 23, 2022 Q3 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
7.02K
New
$466K - $546K
7.02K $201K
Nov 09, 2022 Q3 2022
Argent Capital Management LLC

BUY
 -
6.95K
+ 213.65%
$462K - $541K
10.2K $292K
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
6.94K
New
$461K - $540K
6.94K $199K
Oct 28, 2022 Q3 2022
Aspiriant, LLC

BUY
 -
6.91K
+ 128.47%
$459K - $538K
12.3K $352K
Oct 24, 2022 Q3 2022
Aevitas Wealth Management, Inc.

BUY
 -
6.9K
+ 25.62%
$458K - $537K
33.8K $968K
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
6.86K
+ 3.04%
$456K - $534K
232K $6.65M
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
6.77K
+ 14.15%
$449K - $527K
54.6K $1.56M
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
6.74K
+ 5.62%
$448K - $525K
127K $3.63M
Oct 21, 2022 Q3 2022
Asset Management Corp

BUY
 -
6.61K
+ 34.47%
$439K - $515K
25.8K $738K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
6.59K
+ 3.3%
$438K - $513K
206K $5.91M
Nov 02, 2022 Q3 2022
Auxano Advisors, LLC

BUY
 -
6.59K
+ 24.48%
$438K - $513K
33.5K $959K
Oct 24, 2022 Q3 2022
Platform Technology Partners

BUY
 -
6.58K
+ 8.88%
$437K - $513K
80.7K $2.31M
Nov 09, 2022 Q3 2022
Trinity Point Wealth, LLC

BUY
 -
6.55K
+ 4.45%
$435K - $510K
154K $4.4M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.52K
+ 1.63%
$433K - $508K
407K $11.6M
Nov 01, 2022 Q3 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
6.48K
New
$430K - $505K
6.48K $186K
Nov 22, 2022 Q3 2022
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
6.41K
+ 4.13%
$425K - $499K
162K $4.63M
Aug 13, 2024 Q3 2022
Meridian Financial, LLC

Holliston, MA
BUY
 -
6.4K
+ 7.41%
$425K - $498K
92.7K $2.65M
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
6.33K
+ 24.63%
$420K - $493K
32K $917K
Oct 18, 2022 Q3 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
6.32K
+ 2.84%
$420K - $492K
228K $6.54M
Nov 10, 2022 Q3 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
6.28K
New
$417K - $489K
6.28K $180K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.02K
+ 9.69%
$400K - $469K
68.1K $1.95M
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
5.97K
+ 1.12%
$397K - $465K
540K $15.5M
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
5.95K
+ 27.37%
$396K - $464K
27.7K $793K
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
5.92K
+ 2.25%
$393K - $461K
269K $7.69M

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